Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Accurate Wealth Management, LLC | $311.0K |
| 2 | Spire Wealth Management | $46.1K |
| 3 | IFP Advisors, Inc | $4.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$4.4K | |
| 2 | +$380 | |
| 3 | -$31.8K | |
| 4 | -$32.2K |
| # | ||
|---|---|---|
| 1 | Accurate Wealth Management, LLC | $311.0K |
| 2 | Spire Wealth Management | $46.1K |
| 3 | IFP Advisors, Inc | $4.0K |
| # | ||
|---|---|---|
| 1 | +$4.4K | |
| 2 | +$380 | |
| 3 | -$31.8K | |
| 4 | -$32.2K |